Keystone Financial Planning, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1596906
CLEVELAND, OH
Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$335,099
+$48,401 QoQ
Shares Held
5,881
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,853
of 3,595 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Keystone Financial Planning, Inc. holds $12,187,716 across 2 Banks - Diversified names. BAC ranks #2 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNS |
Bank Of Nova Scotia
|
136,488 | $11,852,617 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
5,881 | $335,099 |
All Filings in BAC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,099 | 5,881 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $286,698 | 5,881 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $323,455 | 5,881 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $303,400 | 5,881 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $278,288 | 5,881 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $245,414 | 5,881 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $258,469 | 5,881 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $233,358 | 5,881 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $233,887 | 5,881 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $223,007 | 5,881 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||